Insurance and Financial Advisor Role
Desjardins Group • bas saint laurent, Canada
Role Description
Join Desjardins as an Insurance and Financial Advisor, where you will serve clients and sell diverse insurance products. Focus on enhancing client satisfaction through personalized insurance solutions.
This role is perfect for candidates with a college diploma and two years of experience in serving clients with financial products. You will analyze member and client needs, promote various insurance plans, and ensure service quality that meets Desjardins' high standards. Engage in a diverse and inclusive team environment while developing strong client relationships.
Key Responsibilities:
• Assist in prospecting and developing client relationships
• Sell life, health, and group insurance products
• Customize solutions based on client analysis
• Promote financial security services
• Represent Desjardins in client negotiations
Requirements:
• College diploma relevant to insurance and finance
• Two years of experience in financial services
• Representative's ...
This role is perfect for candidates with a college diploma and two years of experience in serving clients with financial products. You will analyze member and client needs, promote various insurance plans, and ensure service quality that meets Desjardins' high standards. Engage in a diverse and inclusive team environment while developing strong client relationships.
Key Responsibilities:
• Assist in prospecting and developing client relationships
• Sell life, health, and group insurance products
• Customize solutions based on client analysis
• Promote financial security services
• Represent Desjardins in client negotiations
Requirements:
• College diploma relevant to insurance and finance
• Two years of experience in financial services
• Representative's ...